GetAccept
46 Case Studies
A GetAccept Case Study
Index Hospitality Systems, a global leader in restaurant technology, faced a slow and error-prone manual process for creating sales contracts and quotes. Their sales team was spending up to 40 minutes per document by copying data between Word, their Pipedrive CRM, and invoicing systems, which hindered their growth ambitions. To solve this, they implemented the GetAccept platform for proposals, quotes, and contract management.
By integrating GetAccept with Pipedrive, Index Hospitality Systems automated its workflow using dynamic templates. This solution automatically populated contracts with CRM data, introduced mandatory fields, enabled real-time inventory tracking, and streamlined personalized communication. As a result, GetAccept helped the company reduce contract creation time by 75%, from 40 minutes to under 10 minutes, while eliminating human error and improving inventory management.